This article walks through how to manage forms for your CivicPlus Portal. If you have Web Central and/or Process Automation and Digital Services (formerly CivicOptimize), those forms will automatically sync to your Portal every 12 hours. The Forms tab under Settings allows you to manually sync forms, manage which of those forms you would like to be visible to the public, and add links to third-party forms.
Important Note
- Process Automation (CivicOptimize) forms will need to be associated with an app in order to function correctly in the CivicPlus Portal.
Add a Link to a Third-Party Form
Web Central and Process Automation and Digital Services (formerly CivicOptimize) forms for the organization will automatically sync to your Portal.
- Navigate to the page with your embedded Portal or access the stand-alone Portal
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Select Settings and select Forms
- Select + New Form Link
- Enter the URL for the form
- Add a Title and Description for the form
- Add any relevant Tags for the form
- Click Save
- Your form will now display on the Forms tab
Hide/Show a Form
- Navigate to the page with your embedded Portal or access the stand-alone Portal
- Select Settings and then the Forms tab
- If needed, click Sync Forms to refresh the list of available forms
- To change the visibility of a form in your Portal, select Actions and then select Hide/Show in Portal
Note: If a form is set to Hidden, it will not display in the public-facing Forms tab of your CivicPlus Portal.
Feature a Form
- Navigate to Settings and select the Forms tab
- Select Actions and choose Feature in Portal
- This will add a solid color bar on the left-hand side of the form on the Forms tab
- It will also add the form to the Featured Content section of the Dashboard
Add Tags to a Form
- Navigate to Settings and then select the Forms tab
- Select Actions and then choose Edit
- Scroll down and type or select an existing tag
Note: For integrated Forms, the field will be called "Portal Tags". For links to third-party Forms, the field will be called "Tags". - Click Update
- The form will now show up when filtering tags on the Forms page
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